Coordinated Financial Services Inc. CO Makes New Investment in Walmart Inc. $WMT

Key Points

• Coordinated Financial Services Inc. acquired 15,848 shares of Walmart Inc., valued at approximately $1.39 million, making it the firm's 23rd largest investment.
• Analysts have updated their price targets for Walmart, with ratings ranging from $106.00 to $125.00, indicating a consensus "Buy" rating.
• Walmart's recent quarterly earnings showed an EPS of $0.68, missing estimates, with revenue of $169.34 billion, which was below the forecast.

Coordinated Financial Services Inc. CO bought a new position in Walmart Inc. (NYSE:WMT - Free Report) in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 15,848 shares of the retailer's stock, valued at approximately $1,391,000. Walmart makes up about 1.1% of Coordinated Financial Services Inc. CO's portfolio, making the stock its 23rd biggest holding.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in WMT. Operose Advisors LLC increased its holdings in Walmart by 319.7% in the 1st quarter. Operose Advisors LLC now owns 319 shares of the retailer's stock worth $28,000 after acquiring an additional 243 shares in the last quarter. Bear Mountain Capital Inc. increased its holdings in Walmart by 98.2% in the 1st quarter. Bear Mountain Capital Inc. now owns 337 shares of the retailer's stock worth $32,000 after acquiring an additional 167 shares in the last quarter. Clal Insurance Enterprises Holdings Ltd grew its holdings in Walmart by 432.4% during the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 362 shares of the retailer's stock valued at $32,000 after buying an additional 294 shares in the last quarter. EQ Wealth Advisors LLC purchased a new stake in Walmart during the 1st quarter valued at approximately $35,000. Finally, Lipe & Dalton grew its holdings in Walmart by 95.2% during the 1st quarter. Lipe & Dalton now owns 410 shares of the retailer's stock valued at $36,000 after buying an additional 200 shares in the last quarter. 26.76% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on the stock. Truist Financial cut their price objective on shares of Walmart from $111.00 to $109.00 and set a "buy" rating for the company in a report on Friday, August 22nd. Oppenheimer increased their price objective on shares of Walmart from $110.00 to $115.00 and gave the company an "outperform" rating in a report on Wednesday, August 13th. Sanford C. Bernstein set a $117.00 price objective on shares of Walmart and gave the company an "outperform" rating in a report on Friday, August 22nd. Guggenheim reaffirmed a "buy" rating and set a $115.00 price objective (up from $112.00) on shares of Walmart in a report on Monday, August 18th. Finally, Erste Group Bank raised shares of Walmart from a "hold" rating to a "buy" rating in a report on Tuesday, August 5th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and one has assigned a Hold rating to the company's stock. According to MarketBeat, Walmart currently has a consensus rating of "Buy" and a consensus target price of $110.76.

Insider Buying and Selling

In related news, EVP Daniel J. Bartlett sold 1,655 shares of the firm's stock in a transaction on Friday, August 15th. The stock was sold at an average price of $100.38, for a total value of $166,128.90. Following the completion of the sale, the executive vice president directly owned 647,578 shares in the company, valued at $65,003,879.64. This trade represents a 0.25% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP John R. Furner sold 13,125 shares of the firm's stock in a transaction on Thursday, August 21st. The stock was sold at an average price of $98.55, for a total value of $1,293,468.75. Following the completion of the sale, the executive vice president owned 919,189 shares of the company's stock, valued at approximately $90,586,075.95. This represents a 1.41% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 121,382 shares of company stock valued at $11,718,441 over the last 90 days. 0.10% of the stock is currently owned by insiders.

Walmart Price Performance

Shares of NYSE WMT traded up $1.75 during midday trading on Monday, reaching $102.26. 13,673,692 shares of the stock traded hands, compared to its average volume of 17,959,946. The company has a debt-to-equity ratio of 0.43, a current ratio of 0.79 and a quick ratio of 0.23. The stock has a market capitalization of $815.33 billion, a PE ratio of 38.44, a P/E/G ratio of 4.83 and a beta of 0.65. Walmart Inc. has a one year low of $76.49 and a one year high of $105.30. The company's 50 day moving average is $98.38 and its 200 day moving average is $95.22.

Walmart (NYSE:WMT - Get Free Report) last posted its earnings results on Thursday, August 21st. The retailer reported $0.68 EPS for the quarter, missing analysts' consensus estimates of $0.74 by ($0.06). The firm had revenue of $169.34 billion for the quarter, compared to the consensus estimate of $174.02 billion. Walmart had a net margin of 3.08% and a return on equity of 21.45%. The firm's revenue was up 4.8% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.67 earnings per share. Walmart has set its Q3 2026 guidance at 0.580-0.600 EPS. FY 2026 guidance at 2.520-2.620 EPS. On average, equities research analysts anticipate that Walmart Inc. will post 2.55 earnings per share for the current year.

Walmart Company Profile

Walmart Inc engages in the operation of retail, wholesale, other units, and eCommerce worldwide. The company operates through three segments: Walmart U.S., Walmart International, and Sam's Club. It operates supercenters, supermarkets, hypermarkets, warehouse clubs, cash and carry stores, and discount stores under Walmart and Walmart Neighborhood Market brands; membership-only warehouse clubs; ecommerce websites, such as walmart.com.mx, walmart.ca, flipkart.com, PhonePe and other sites; and mobile commerce applications.